Nvidia's CEO just called Marvell a future trillion-dollar company — ride the optical networking wave
Nvidia's CEO Jensen Huang publicly predicted Marvell Technology will hit a $1 trillion valuation, and his comments lit a fire under the whole optical networking sector — companies like Lumentum and Coherent that build the high-speed connections AI data centers desperately need.
Idea
Jensen Huang's endorsement of Marvell as a future trillion-dollar company signals that the AI buildout now requires massive upgrades to the networking pipes inside data centers, not just the chips. Optical component makers like Lumentum and Coherent supply those critical high-speed connections. When the most influential voice in AI effectively tells the market an entire supply chain is underbuilt, money tends to flow into the less-crowded picks-and-shovels names. These stocks are still much smaller than the headline AI names, so even a small shift in investor attention can move them sharply.